Private Banking Branch Manager

PATRIOT BANK, N.A.

Stamford, CT • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago


Job description

Description

Candidates must be based in Fairfield County, Connecticut  


Responsible for the administration of sales, service, operations, personnel, audit, and security activities of the branch to meet the Bank's objectives. Ensure adherence to Bank policies, procedures, and regulatory guidelines, assisting in the achievement of Bank goals and initiatives. This role has supervisory responsibilities for two or more employees and must have the ability to identify training and development needs. Prepare performance appraisals, recommend salary changes and render timely disciplinary action when needed.

  • Develops sales targets for Branch and communicates goals to the staff.
  • Manages the daily sales activities and delivery of excellent customer service.
  • Fosters an environment that inspires, motivates, and supports with hands-on leadership. Facilitates ongoing communication and branch meetings to improve productivity. Provides coaching and mentoring, while identifying training opportunities.
  • Create a team spirit environment throughout the Branch and motivate all employees to maximize sales.
  • Train staff to provide quality customer service to ensure retention and growth in all lines of business.
  • Develop a culture within the branch to ensure: the concepts of quality customer service, sales techniques, and goals. Ensure teamwork and adherence to the approved budget for the branch.
  • Participate in local community, civic and business organizations to establish the bank's presence, generating new business and cultivate referrals.
  • Ensure timely resolutions of customer issues or complaints.
  • Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information as needed.
  • Maintain compliance with Bank policies and government regulations.
  • Monitor Branch Operations to ensure adherence to sound systems and controls while achieving maximum operating efficiency.
  • Must be willing to work alternating shifts, including Saturdays.
  • Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed.
  • All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum , all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors.

Requirements

  • Demonstrated Sales skills.
  • Strong interpersonal, listening and communication skills.
  • Meet or exceed goals in previous positions and possess a solid working knowledge of bank products and services.
  • Demonstrate leadership ability and mentoring skills.
  • Strong sense of integrity and personal ethics.
  • Exceptional time management skills.

Experience

  • Minimum of 7 years banking management experience.
  • 2-3 years Bank supervision experience preferred.
  • Experience developing a network of referral sources.
  • Basic PC, MS Word and Excel.

Education

  • Bachelor's degree or equivalent business experience in the banking industry.

Benefits

  • 401K
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Health Savings Account
  • Flexible Spending Account
  • Employee Assistance Program
  • Paid Time Off



Frequently asked questions

Q: What skills or qualities help someone succeed as a Bank Manager?

A: To succeed as a Bank Manager, key technical skills include expertise in financial analysis, risk management, and regulatory compliance, as well as proficiency in banking software and systems. Soft skills such as strong leadership, effective communication, and problem-solving abilities are also crucial, enabling managers to motivate teams, build customer relationships, and navigate complex financial situations. By combining these technical and soft skills, Bank Managers can effectively lead their teams, drive business growth, and make informed decisions that support the bank's overall success.

Q: What is the career path for a Bank Manager?

A: A typical career path for a Bank Manager involves progression from entry-level roles such as Bank Teller or Customer Service Representative, to mid-level positions like Branch Manager or Team Lead, and ultimately to senior roles like Regional Manager or Department Head. Along the way, Bank Managers can develop key skills in areas like financial analysis, risk management, leadership, and customer relationship management, often through on-the-job training, certifications like the Certified Bank Manager (CBM) designation, and participation in industry conferences and workshops. Long-term, Bank Managers may pursue executive roles within banking or transition into related fields like financial planning, investment management, or corporate finance.



PATRIOT BANK, N.A. job posting for a Private Banking Branch Manager in Stamford, CT with a salary of $51,200 to $78,400 Annually and benefits including Medical, Vision, Dental, PTO, and Retirement with a map of Stamford location.